Wetzel Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-135
Closed -$14.7K 561
2024
Q2
$14.7K Hold
135
0.01% 390
2024
Q1
$14.2K Hold
135
0.01% 446
2023
Q4
$15K Buy
+135
New +$15K 0.01% 431